Consultant/OCIO/Discretionary
Mid-Atlantic Community Foundation Transitions To Outsourced CIO Model

A community foundation in the Mid-Atlantic region transitioned to an outsourced cio model last month with the hiring of a firm to handle its more than $300 million in assets.

03.11.21
Daily Feed
Harmony Private Wealth Joins Steward Partners Global Advisory

Steward Partners Global Advisory has agreed to acquire Harmony Private Wealth.

03.11.21
Multi-Asset/Investment Advisor
Canadian Institute May Reissue Investment Mgmt. RFP Following Cancelation

An institution in Canada has canceled its search for a firm to provide investment management and advisory services for its investment portfolio, but may look to reissue an RFP in the future.

03.11.21
Daily Feed
Mid-Atlantic University Searching For Director Of Operations

A university in the Mid-Atlantic region is searching for a director of operations to manage and implement all of the accounting and data management processes for its investment office.

03.11.21
People Moves
Midwest College Searching For V.P. For Finance

A college based in the Midwest is looking to hire a finance-related position.

03.11.21
ESG
New England Foundation Developing Sustainable Investment Strategy

A foundation based in New England is creating a sustainable investment strategy before a top staff departs later this year.

03.11.21
Industry News
Private Investments Can Boost Portfolios And Pave Way For Better Sustainability Data In 2021

Investors are changing the way that they factor in sustainable investing themes and their engagement with private capital is the key to providing better sustainability data to enhance portfolios in 2021, according to recent research.

03.11.21
Alternatives
Former Southern Endowment Investors Launch Private Markets Firm

Three senior investment professionals have spun out of a Southern endowment to create a new private markets platform supporting new and developing investment managers.

03.04.21
Searches And Hires
West Coast University Eyes Billions To Private Equity In 2021

A university based on the West Coast is looking to commit $3 billion to private equity across its portfolios in 2021 as it looks to reach its target allocations to the asset class in the next five years.

03.04.21
Private Equity
Southern Fund To Receive Education On Potential Maiden Asset Classes

A fund based in the South will receive educations on two potential new asset classes at its next board meeting in the second quarter from its general investment consultant.

03.04.21